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KE
CFP
KE
CFP

Kenneth Edwards

Focus Financial
24 Years of Experience
Bloomington, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kenneth Edwards is a CFP-designated registered investment advisor at Focus Financial, based in Bloomington, MN, with 24 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B in assets under management.

Focus Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
13,684 clients
Average Client Portfolio
$499K average
Assets Under Management
$6.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8120 Penn Avenue S, Suite 157, Bloomington, MN, 55431

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kenneth owns Kenneth J Edwards, LTD, operating as Edwards & Osmonson, LLC, and dedicates nearly full-time hours to it. He also provides investment advice and manages portfolios for Focus Financial Network, Inc, spending about 10-20% of his time on this, and sells fixed insurance products through them, dedicating minimal time.

Employment History
Current Registrations
Focus Financial
October 2005 - Present · 21 yrs
Osaic Wealth, INC.Broker
September 2002 - Present · 24 yrs 1 mo
State Registrations11 states
AZCOFLGAIAILMNMSOHORWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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